-62.2%
EWV vs VT
+66.2%
-128.4%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | -4.9% | +0.4% | -5.3% | -4.0% |
| 30D | -5.9% | +1.0% | -6.8% | -3.9% |
| 3M | -11.1% | +2.4% | -13.5% | -4.9% |
| 6M | -22.6% | +12.0% | -34.6% | +0.1% |
| YTD | -36.3% | +15.3% | -51.7% | -12.5% |
| 1Y | -43.2% | +22.6% | -65.8% | -12.4% |
| 3Y | -67.4% | +74.7% | -142.1% | 0.0% |
| All | -62.2% | +66.2% | -128.4% | +21.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling